An unexpectedly hot inflation report has shaken Wall Street's recovery, pushed Treasury yields higher and revived fears of a more aggressive Federal Reserve. Meanwhile, Nvidia continues to struggle as investors reassess the risks surrounding its leadership. INFLATION DELIVERS A REALITY CHECK Wall Street's rebound hit a wall on Tuesday after October's Consumer Price Index came in hotter than expected. The Nasdaq Composite fell 0.74%, the S&P 500 lost 0.38%, and the Dow Jones Industrial Average slipped 0.30%, shedding 158 points. Top stock: Charter Communications +10.6% Biggest loser: Skydance -7.6% Best-performing sector: Financials +0.5% Weakest sector: Information Technology -1.4% The culprit was clear: inflation is proving more persistent than investors had hoped, strengthening expec

With Nvidia shares under pressure, investors are facing a difficult question: do current valuations offer an attractive entry point, or are the earnings forecasts behind them becoming increasingly unreliable? Rising inflation, higher borrowing costs and growing concerns about Jensen Huang's leadership are adding to the uncertainty. NVIDIA'S DISCOUNT COMES WITH A CATCH $NVDA Is $NVIDIA(NVDA)$ becoming a bargain, or is the market beginning to challenge the earnings assumptions that make its shares look inexpensive? The stock was already losing ground before the controversy surrounding CEO Jensen Huang emerged. Now, uncertainty over his future at the company has added another layer of risk for investors. The concern goes beyond the allegations themse

Stocks stage a powerful rebound after last week’s tech rout, with chipmakers leading the recovery. Yet one major cloud hangs over the rally: growing concerns about Nvidia’s CEO and the potential risks surrounding the company’s most important figure. A RELIEF RALLY TAKES HOLD Wall Street opened the week with a powerful comeback, extending Friday’s modest rebound after a brutal stretch of selling. The Nasdaq Composite jumped 2.74%, the S&P 500 gained 2.35%, and the Dow Jones Industrial Average advanced 2.15%, adding 1,104 points. Top stock: $Coherent(COHR)$ +16.8% Biggest loser: First Solar -4.7% Best-performing sector: Industrials +3.8% Weakest sector: Energy +0.4% Investors rushed to buy beaten-down stocks, turning some of last week’s biggest

The market is repricing the artificial intelligence trade after a turbulent political shift. Yet corporate demand remains strong, and the real story may be changing expectations rather than collapsing fundamentals. AI THE GOOD NEWS: THE BUSINESS HASN'T DISAPPEARED After a brutal week for technology and semiconductor stocks, investors could be forgiven for thinking the AI trade has suddenly fallen apart. But there is an important distinction between a market correction and a deterioration in the underlying businesses. The political landscape has shifted following the Democratic blue wave, but that doesn't mean AI infrastructure projects are about to grind to a halt. Data centers are not being shut down overnight, executives are not facing a wave of prosecutions, and companies are not sudden

A FRIDAY REBOUND AFTER A BRUTAL WEEK After several turbulent sessions that felt more like weeks, Wall Street finally found some breathing room on Friday. The Dow Jones Industrial Average slipped 0.46%, but the S&P 500 gained 0.31% and the Nasdaq Composite advanced 1.09%. The recovery, however, was not enough to erase the week's losses. The Dow finished down 0.9% for the week, while the S&P 500 dropped 2.7% and the Nasdaq fell 3.4%. THE MARKET SNAPSHOT Hot stock: Coherent, +13.6% Biggest loser: Axon Enterprise, -18.2% Best sector: Information Technology, +1.3% Worst sector: Consumer Staples, -1.2% A stronger-than-expected October jobs report helped calm investors. Payroll growth surprised to the upside, while the unemployment rate edged lower, suggesting that the labor market remain

WALL STREET DELIVERS ITS BIGGEST POST-MIDTERM RALLY SINCE 1982 Midterms The midterm elections challenged several long-standing political assumptions. Democrats proved they could compete in traditionally difficult states such as South Carolina, Nebraska and Texas. And markets delivered another surprise: far from ignoring the election results, investors responded with one of the strongest post-midterm rallies in decades. Following Tuesday’s Democratic wave, Wall Street experienced a powerful green wave on Wednesday. The Dow Jones Industrial Average surged 3.03%, gaining more than 1,500 points in its biggest post-midterm rally since 1982. The $S&P 500(.SPX)$ advanced 1.58%, while the Nasdaq Composite climbed 1.44%. Historically, stocks have tende

Senate & House WALL STREET WELCOMES POLITICAL CLARITY The midterm elections delivered a sweeping victory for Democrats, who secured control of both chambers of Congress. Yet rather than triggering a broad selloff, the result helped fuel a relief rally on Wednesday morning. Investors appear to be betting that divided government could limit the scope of major policy changes. Democrats may be able to obstruct President Trump’s legislative agenda, but advancing their own priorities could prove equally difficult. JPMorgan strategists described the outcome as a potential “clearing event,” giving markets an opportunity to look beyond the political uncertainty that had been building ahead of the vote. The initial reaction was dramatic: stock futures reversed overnight losses and moved sharply

A Promising Start Turns Into a Market Rout U.S. stocks began Monday with hopes of a broad recovery following last week's technology-led sell-off. Those hopes quickly faded. In one of the market's sharpest intraday reversals of the year, the S&P 500 turned lower after initially trading higher, while technology stocks continued to weigh on sentiment. With investors facing the U.S. midterm elections and another packed earnings calendar, uncertainty remains elevated. The Dow Jones Industrial Average proved more resilient, gaining 0.41%, but the S&P 500 fell 0.51% and the Nasdaq Composite dropped 1.07%. Monday's closing figures: Dow Jones: 51,983.98 up 0.41% S&P 500: 7,541.40 down 0.51% Nasdaq Composite: 25,164.36 down 1.07% $IDEXX Laboratories

MARKET Wall Street Faces Another High-Stakes Week Investors certainly needed one after Friday’s market sell-off, and the coming days offer little chance to catch their breath. The week gets underway with earnings from $Apple(AAPL)$ and $Palantir(PLTR)$ after Monday’s closing bell. Both companies could either add to Friday’s market turmoil or help restore some confidence. Results from $Loews(L)$ , along with several semiconductor and energy companies, will also be on investors’ radar. The Week That Shook Big Tech Last week’s technology sell-off was a reminder of just how demanding investors have become. After an encouraging start to the earnings season, disappointing

October Ends With a Tech-Sector Rout - Halloween horrors Tech Sell Off Wall Street had a far more frightening spectacle on Friday: a sharp selloff led by technology stocks, with $Amazon.com(AMZN)$ and $Intel(INTC)$ tumbling after their latest earnings reports and dragging the broader market lower. The Nasdaq Composite plunged 2.86%, marking its steepest one-day decline since June 5. The index finished the week down 2% and ended October with a painful 5.3% monthly loss. The damage extended beyond technology. The Dow Jones Industrial Average fell 1.09% on Friday, while the S&P 500 dropped 1.82%. Both indexes lost ground for the week, declining 0.6% and 0.9%, respectively. Yet their monthly performances

Wall Street has spent months betting on the artificial intelligence revolution. This week, investors finally got a closer look at how the biggest players are turning that promise into business results and the verdict was far from unanimous. Google suffered a historic selloff, Microsoft earned a more favorable reaction, and Amazon delivered a mixed report that left investors questioning its performance. Yet despite the turbulence, the broader market has held up surprisingly well. The key takeaway: the AI trade is still alive, but investors are becoming much more selective about who deserves their confidence. Big Tech Google Takes the Biggest Hit $Alphabet(GOOG)$ endured a brutal session after its earnings report disappointed investors. Shares plung

Big Tech earnings arrived like buses on Wednesday: after days of waiting, Alphabet and Microsoft reported results within hours of each other. But while both companies are investing heavily in artificial intelligence, Wall Street delivered two very different verdicts. The dividing line? Not just how much companies spend on AI, but how effectively they turn that spending into growth and cash flow. Alphabet: Cloud Growth Comes at a Cost $Alphabet(GOOG)$ cloud business is expanding as Google races to establish itself as a leading provider of AI infrastructure. The early results are encouraging, but the price tag is becoming harder for investors to ignore. For the second consecutive quarter, Alphabet reported negative free cash flow, with an outflow of

Wall Street finished Wednesday in positive territory, but the real story was unfolding beneath the surface. Oracle’s upbeat outlook lifted sentiment, the Federal Reserve held interest rates steady, and Microsoft and Alphabet delivered sharply different reactions after the closing bell. Meanwhile, memory-chip stocks surged as demand from the AI industry continued to outstrip supply. A Modest Rally, With AI Still in the Driver’s Seat U.S. stocks edged higher on Wednesday, with the Nasdaq Composite rising 0.27%, the S&P 500 gaining 0.28%, and the Dow Jones Industrial Average adding 0.19%. $Oracle(ORCL)$ provided the session’s biggest catalyst. At its investor day, the company said it expected free cash flow to return to positive territory in the

Wall Street Reignites Its AI Bet Ahead of Mega-Cap Earnings Big Ahead Artificial intelligence is back in the spotlight, and Wall Street is once again betting on the boom. After last week’s sharp selloff raised questions about the cost of the AI revolution, technology stocks rebounded on Tuesday. The Nasdaq Composite climbed 1.18%, the S&P 500 gained 0.60%, and the Dow Jones Industrial Average finished virtually unchanged, up just 0.03%. Chipmakers led the recovery. The PHLX Semiconductor Index surged 3.6%, while the Roundhill Memory ETF jumped 4.6%. $Western Digital(WDC)$ gained nearly 7%, and optical technology companies Coherent and $Lumentum(LITE)$ also moved higher, lifting the Roundhill Photonics